Senior Retirement Consultation Manager
Job Summary
A company is looking for a Senior Manager Retirement Consultation - RPAT.
Key Responsibilities
- Lead and motivate a team of Senior Retirement Consultants to achieve customer deepening goals and operational excellence
- Develop and implement strategies to meet business goals and drive adoption of new products and services
- Manage service level metrics, oversee retention rates, and ensure high-quality customer experiences
Required Qualifications
- 3-5 years of relevant financial experience and/or leadership
- 2-4 years of demonstrated success in financial services
- Bachelor's Degree or equivalent combination of education and professional experience
- FINRA Series 7, 24, and 63 registrations required within corporate-established timelines
- In-depth understanding of IRAs and retirement investment products/services
COMPLETE JOB DESCRIPTION
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